+28.1%
SPMO vs RACE
-14.0%
+42.1%
-15.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -1.0% | +1.5% | +0.6% |
| 7D | +3.4% | -1.0% | +4.4% | +3.5% |
| 30D | +0.5% | -1.5% | +2.1% | +0.7% |
| 3M | +1.9% | +15.5% | -13.6% | +0.5% |
| 6M | +27.8% | +17.3% | +10.5% | +25.4% |
| YTD | +26.7% | +11.1% | +15.5% | +24.3% |
| All | +28.1% | -14.0% | +42.1% | +25.5% |
Cumulative growth
Daily Returns
Daily percentage return beside RACE.
Daily Out/Under-Performance
Portfolio return minus RACE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RACE return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded RACE wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling